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Top 5 (Almost Guaranteed) Predictions for 2023
The year 2022 will be remembered by investors as a very difficult year as almost all financial assets struggled. Stocks struggled, bonds...
Jan 4, 20231 min read


Understanding the History of the January Effect
The January Effect is a pattern exhibited by stocks in the last few trading days of December and the first few weeks of January. During...
Jan 4, 20231 min read


Understanding the History of the January Effect
The January Effect is a pattern exhibited by stocks in the last few trading days of December and the first few weeks of January. During...
Jan 4, 20231 min read


Are We Seeing the Death of Equities?
Dour predictions on the demise of stocks fill the air. They remind us of one of the biggest contrarian signals of all time: a...
Jan 4, 20231 min read


Are We Seeing the Death of Equities?
Dour predictions on the demise of stocks fill the air. They remind us of one of the biggest contrarian signals of all time: a...
Jan 4, 20231 min read


Understanding the Basics of Economic Forecasting
When weather forecasts are inaccurate, we can usually change our plans with little consequence in the greater scheme of things. When...
Dec 1, 20221 min read


Understanding the Basics of Economic Forecasting
When weather forecasts are inaccurate, we can usually change our plans with little consequence in the greater scheme of things. When...
Dec 1, 20221 min read


Social Security Gets a Massive 8.7% Raise
In October of 2018, the Social Security Administration announced that Social Security and Supplemental Security Income benefits for more...
Nov 28, 20221 min read


Social Security Gets a Massive 8.7% Raise
In October of 2018, the Social Security Administration announced that Social Security and Supplemental Security Income benefits for more...
Nov 28, 20221 min read


Taxes on I Bonds
As investors seek to insulate their portfolio from rising inflation and the bumpy stock market, many are turning to Series I savings...
Nov 11, 20221 min read


Taxes on I Bonds
As investors seek to insulate their portfolio from rising inflation and the bumpy stock market, many are turning to Series I savings...
Nov 11, 20221 min read


October Was a Good Lesson for Jittery Investors
Remembering the benefits of dollar-cost-averaging and why it makes sense October is usually one of the worst months for stocks, but...
Nov 1, 20221 min read


October Was a Good Lesson for Jittery Investors
Remembering the benefits of dollar-cost-averaging and why it makes sense October is usually one of the worst months for stocks, but...
Nov 1, 20221 min read


IRS Adjusts Tax Brackets to Account for Inflation
Shifts in tax brackets as well as the standard deduction slated for 2024 On October 18, 2022, the IRS announced tax year 2023 adjustments...
Nov 1, 20221 min read


IRS Adjusts Tax Brackets to Account for Inflation
Shifts in tax brackets as well as the standard deduction slated for 2024 On October 18, 2022, the IRS announced tax year 2023 adjustments...
Nov 1, 20221 min read


Global Market Commentary - 3Q2022
Markets Have Awful Third Quarter Global equity markets had a rotten third quarter and when the final Wall Street-bell weakly tolled on...
Oct 4, 20221 min read


Global Market Commentary - 3Q2022
Markets Have Awful Third Quarter Global equity markets had a rotten third quarter and when the final Wall Street-bell weakly tolled on...
Oct 4, 20221 min read


Five Questions to Ask As You Consider Retiring
You might be thinking about retiring, but how do you know when you are really ready for it, mentally and financially? For decades, the...
Sep 29, 20221 min read


Five Questions to Ask As You Consider Retiring
You might be thinking about retiring, but how do you know when you are really ready for it, mentally and financially? For decades, the...
Sep 29, 20221 min read


The British Royal Family - Succession
Following the death of Queen Elizabeth II, her son and successor King Charles III will be officially proclaimed King at the Accession...
Sep 14, 20221 min read
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